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Ellevest Inc’s WesBanco WSBC Stock Holding History

Ellevest Inc’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-121
Closed -$4.28K – 2079
2022
Q4 		$4.47K Hold
121
– – ﹤0.01% 1211
2022
Q3 		$4K Buy
+121
New +$4.11K ﹤0.01% 1243
2021
Q4 		– Sell
-19
Closed -$1K – 1675
2021
Q3 		$1K Hold
19
– – ﹤0.01% 1335
2021
Q2 		$1K Hold
19
– – ﹤0.01% 1220
2021
Q1 		$1K Hold
19
– – ﹤0.01% 1218
2020
Q4 		$1K Hold
19
– – ﹤0.01% 1129
2020
Q3 		$0 Sell
19
-50
-72% -$1.06K ﹤0.01% 1342
2020
Q2 		$1K Buy
69
+19
+38% +$416 ﹤0.01% 1075
2020
Q1 		$1K Buy
+50
New +$1.56K ﹤0.01% 1004

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ellevest Inc's WSBC Position: Q1 2023 in Review

Ellevest Inc sold out of WesBanco (WSBC) in Q1 2023, closing a stake of 121 shares — an estimated $4.28K sold.

Ellevest Inc first reported a position in WSBC in Q1 2020 and held it in 9 quarters. The position peaked at $4.47K in Q4 2022. 205 funds tracked by Wall St. Rank hold WSBC as of Q1 2023.

  • Ellevest Inc reported no remaining WesBanco position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 121 WesBanco shares in Q1 2023, an estimated $4.28K.
  • Ellevest Inc first reported a position in WesBanco in Q1 2020 and held it in 9 quarters.
  • Ellevest Inc's WesBanco position peaked at $4.47K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held WesBanco as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.